Reflect pre-need and inflation discounts directly onto the contract.
Once you've converted the case from pre-need to at-need and added all the items to the Goods & Services page, you can add a Pre-Need Discount.
If you don't have a pre-need discount on your price list, see how to Add or Edit a Price List Item or contact firstname.lastname@example.org.
The Pre-Need Discount will populate under Discounts on the contract.
Add the discount as a negative number.
If adding an Inflation Discount, add an additional Pre-Need Discount and change the name.
Again, make sure the amount is Negative.
Always remember to Sign the contract when you're done.
Add the Insurance Assignment:
You'll also need to add the Insurance Assignment on the Payments & Adjustments page.
Select Add Transaction > Add Insurance Assignment With Growth.
Include the Total Payment Amount, Amount Applied to the Case, and the Amount Applied to Internal Growth.
The internal growth will show on your end, but it will not be listed on the contract, invoice, or balance provided to the family.
See how to Enter & Track Insurance Assignments for further instructions.
Need Help? Email us at email@example.com or call 1-800-692-5111!